This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PLXS/capital-change-brief"
Use Arkolith's capital_change_brief for PLXS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $865.9M | 4.3M | ▼−1.0% Reduced · −45K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $456.7M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $316.5M | 1.6M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 4 | DISCIPLINED GROWTH INVESTORS INC /MN | $302.7M | 1.5M | ▼−6.0% Reduced · −96K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $242.7M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $226.7M | 1.1M | ▼−18% Reduced · −254K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $212.2M | 1.0M | ▲+1.7% Added · +18K sh | Q1 2026 | |
| 8 | BNP Paribas Asset Management Holding S.A. | $185.7M | 917K | ▼−8.9% Reduced · −89K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $137.8M | 680K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $132.1M | 652K | ▼−2.9% Reduced · −20K sh | Q1 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $92.6M | 630K | ▲11× Added · +571K sh | Q1 2026 | |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | $119.3M | 589K | ▲+32% Added · +142K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $86.7M | 428K | ▼−15% Reduced · −74K sh | Q1 2026 | |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $83.8M | 414K | ▲+18% Added · +65K sh | Q1 2026 | |
| 15 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $79.0M | 390K | ▼−23% Reduced · −118K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78.2M | 386K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 17 | WESTFIELD CAPITAL MANAGEMENT CO LP | $77.9M | 384K | ▲74× Added · +379K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $73.4M | 362K | ▼−7.3% Reduced · −29K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $64.1M | 317K | ▼−3.5% Reduced · −11K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $61.9M | 306K | ▲26× Added · +294K sh | Q1 2026 | |
| 21 | Boston Trust Walden Corp | $60.0M | 296K | ▼−13% Reduced · −43K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $38.5M | 190K | ▲+19% Added · +30K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $37.6M | 186K | ▲New +186K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $36.6M | 181K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $35.6M | 176K | ▲+0.3% Added · +573 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 1K | $261K |
| Jul 15, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 500 | $130K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 100 | $29K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 300 | $88K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 748 | $221K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 352 | $104K |
| Jun 5, 2026 | Running Michael J. | Regional President - AMER | Sell (S) | 510 | $139K |
| Jun 3, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 1K | $290K |
| Jun 1, 2026 | Rapp Karen Marie | Director | Sell (S) | 500 | $135K |
| May 27, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 1K | $275K |
| May 20, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 700 | $177K |
| May 20, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 800 | $203K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 126 funds | $55.2B |
| AMAZON.COM INCAMZN | 123 funds | $39.8B |
| ALPHABET INC-CL AGOOGL | 123 funds | $36.4B |
| NVIDIA CORPNVDA | 122 funds | $75.9B |
| BROADCOM INCAVGO | 122 funds | $27.5B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $26.4B |
| APPLE INCAAPL | 121 funds | $65.6B |
| ELI LILLY & COLLY | 120 funds | $14.6B |
| UNITEDHEALTH GROUP INCUNH | 120 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 118 funds | $18.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 118 funds | $12.9B |
| EXXON MOBIL CORPXOM | 118 funds | $11.1B |
Ranked by how many of PLXS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PLXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.